Centerpoint Advantage, LLC

Centerpoint Advantage, LLC (CRD# 116656) is a financial advisory firm headquartered in Flowood, MS. They manage $138,799,757 in 82 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $1,692,680
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MS

Financial Advisors at Centerpoint Advantage, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffry H. Read
CRD#: 4242252
Starkville, MS 39759

Jeffry Read (CRD# 4242252) is an Investment Advisor Representative working at Centerpoint Advantage, LLC in Starkville, MS and has over 19 years of experience in the finance industry.

2
Richard G. Topp
CRD#: 4073283
Hattiesburg, MS 39401

Richard Topp (CRD# 4073283) is an Investment Advisor Representative working at Centerpoint Advantage, LLC in Hattiesburg, MS and has over 19 years of experience in the finance industry.

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